Client Services Associate

Client Services Associate – Join a Leading Financial Firm!

Location: Tucson, AZ 85712

Employment Type: Permanent

Salary: $50,000–$70,000 (Junior Level) | $90,000–$120,000 ( Senior Level)

Benefits: Full medical, dental, vision coverage for employee and dependents + 3% 401(k) match

Work Schedule

• Office-based role with flexible shifts: 6 AM–2 PM, 7 AM–3 PM, or 8 AM–4 PM

About the Role

Are you detail-oriented, tech-savvy, and passionate about delivering exceptional client experiences? We’re seeking a Client Services Associate to join a dynamic financial firm where you’ll be the first point of contact for clients, ensuring they feel informed, supported, and valued. This is an opportunity to grow your career in a professional environment with strong mentorship and advancement potential.

What You’ll Do

• Client Service: Build and maintain strong relationships with clients, handle inquiries, and facilitate communication with Financial Advisors.
• Administrative Support: Manage scheduling, prepare meeting materials, and assist with marketing initiatives while ensuring compliance.
• Account Support: Assist with account opening, transfers, and maintenance, ensuring accuracy and regulatory compliance.
• Technology: Utilize firm software, eMoney, and Microsoft Office to support operations.

Ideal Candidate Profile

• Experience in banking or financial services (personal banker experience welcomed).
• Strong computer skills and proficiency in Microsoft Office.
• Excellent communication and organizational skills.
• High attention to detail and ability to prioritize tasks independently.

Why Join Us?

• Competitive salary and bonus potential.
• Full benefits for employees and dependents (medical, dental, vision).
• 3% 401(k) match.
• Collaborative team environment with opportunities for growth.

This is a Permanent position based out of TUCSON, AZ.

The pay range for this position is $50000.00 - $70000.00/yr.

3% 401K match Full benefits for employee and kids (paid by client) Dental plan included as well

This is a fully onsite position in TUCSON,AZ.

This position is anticipated to close on Jan 20, 2026.

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.